In this week's Markets Happy Hour Podcast we digest the challenging month of January and reflect on where we stand now that markets have contended with President Trump's grand entrance.
And President Trump knows how to make an entrance. The torrent of executive actions in the first few week's of the administration (54 to date) have created a deluge for markets who are still grappling with the election results, the warp speed movement of technology and a post-inflationary reality that is still only coming into focus. There have been a series of announcements in January and early February - from the launch of Deepseek to the surprise tariffs (since paused) on Mexico, Canada and China, and markets are increasingly jittery and lurching from one piece of news to another.
This leads us to question the resilience of both corporate projections as well as markets themselves and overall we expect public equity markets to have more volatility going forward, and that fixed income markets will maintain their elevated volatility. Overall this bodes well for the private market segment of a portfolio if it exists.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!